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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
126
Friedenthal Financial
New Jersey
$5.76M +$786K +10,821 +16%
FAIM
127
Financial Advocates Investment Management
Washington
$5.76M +$321K +4,423 +6%
SIA
128
Starfire Investment Advisers
Michigan
$5.75M +$40.5K +558 +0.7%
TF
129
Tompkins Financial
New York
$5.56M -$40.3M -554,882 -88%
WCA
130
Westover Capital Advisors
Delaware
$5.56M +$723K +9,959 +15%
GIA
131
GHP Investment Advisors
Colorado
$5.4M -$17.4K -240 -0.3%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$5.33M -$1.78M -24,566 -25%
AI
133
Atria Investments
North Carolina
$5.2M +$2.24M +31,717 +76%
MWA
134
Meridian Wealth Advisors
Texas
$5.03M +$232K +3,190 +5%
Citigroup
135
Citigroup
New York
$5.02M +$2.66M +36,671 +113%
VAG
136
VisionPoint Advisory Group
Texas
$4.94M +$104K +1,432 +2%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$4.88M +$67.3K +926 +1%
ST
138
Spinnaker Trust
Maine
$4.85M +$36.8K +507 +0.8%
Axa
139
Axa
France
$4.82M +$228K +3,140 +5%
LFGH
140
Lee Financial Group Hawaii
Hawaii
$4.8M +$4.38M +60,321 +1,043%
SCM
141
Stonehearth Capital Management
Massachusetts
$4.62M -$97.6K -1,344 -2%
CS
142
Comerica Securities
Michigan
$4.54M +$260K +3,585 +6%
ACM
143
Ashford Capital Management
Delaware
$4.52M +$638K +8,783 +16%
AWA
144
Acorn Wealth Advisors
Michigan
$4.47M -$352K -4,903 -7%
BIAS
145
Beacon Investment Advisory Services
New Jersey
$4.34M -$282K -3,876 -6%
TTWM
146
TCV Trust & Wealth Management
Virginia
$4.33M -$87K -1,197 -2%
PA
147
PFG Advisors
Arizona
$4.2M +$311K +4,304 +8%
HNB
148
Huntington National Bank
Ohio
$4.12M -$8.73M – –
WB
149
WesBanco Bank
West Virginia
$4.09M -$992K -13,650 -20%
ACS
150
Archford Capital Strategies
Illinois
$4.09M -$265K -3,654 -6%
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